Tags: Markets

"I’ve got news for you," warns Bloomberg's Richard Breslow, the world is a complicated place and getting more so, not less… This is not your happy, some would say mind-numbing, environment where the only thing that ultimately mattered was blind faith in the global commitment of central banks to “do whatever it takes”. It will…

Morgan Stanley is out with a helter skelter note of caution on markets, warning investors to sell the Trump inauguration while upping earnings estimates by 18% for 2018 — citing material upside in earnings and multiple contraction. Plainly, if what Morgan Stanley says comes to fruition, stocks should trade higher on the backs of…

What lies ahead for the economy this year? Will the economy finally collapse as predicted by many or will the early positive signs in stock markets around the world continue and the global economy will flourish? I’ve taken a lot of heat for being “gloomy” and for “fear-mongering” lately when I’ve said that President-Elect Trump…

It’s time to take off the dollar blinkers, exclaims Bloomberg's Mark Cudmore, and take stock of what’s really going on in markets. The dollar has been so strong since the election that it’s clouding the vision of all US-centric observers. Any market decision requires an accurate assessment of the state of play. So apart from…

In this past weekend’s newsletter, I discussed the potential for a breakout by the markets to “all time” highs during a holiday shortened, and light trading, week. On Monday, not to be disappointed, that expectation was met. “The good news, as shown in the next chart, is the market was able to clear that downtrend…

If the globalists lose France to Le Pen and she opts for a referendum to exit the EU, they can kiss their Soviet styled EU bloc goodbye. Germany will then need to explore alternative methods to conquer Europe for the third time over the past century. One of the tools of the left to discredit…

After more than a week following the election, the markets, and a large chunk of the nation, remain a mixed bagged of emotions ranging from exuberance and disbelief to anger and depression. While I don’t want to get into the “left versus right” debate in this missive, it has been interesting to watch market participants…